K
CRD: 174819
Kodiak Capital Advisors LLC
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2015
- Office Locations
- 1
Office Locations
-- Downey CA
About Kodiak Capital Advisors LLC
Kodiak Capital Advisors, LLC is a founder-led RIA based in Downey, CA serving retail clients. The firm focuses on asset allocation and portfolio construction, with portfolios primarily implemented via ETFs; it also lists mutual funds, fixed income, and cryptocurrency among its covered areas. Led by founder and CCO Jeffrey Steven Mansell.
Team overview
58 AVG AGE
$5.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
6 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Delta
Investment Themes
Harbor wave
Investment Vehicles
Quantum
Services
Crest prime
Owner & Executives
J
JEFFREY STEVEN MANSELL
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5527950
- Ownership
- 75% or more
(209) 367-9936
glacier.delta@alphacapital.com
in linkedin.com/in/wave-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
K
KEVIN MANSELL
Director of Client Services
- CRD
- #5555546
(920) 889-2991
fusion.crest@pathwaycapital.com
in linkedin.com/in/unison-radial
S
Steven Guy Mansell
Advisor
- CRD
- #7431214
(259) 917-1872
crest.fusion@vitalcapital.com
in linkedin.com/in/north-glacier
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,825,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,825,071 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,825,071
Equity - Exchange:
66.2% Cash:
33.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,126,109,833 | 66.2% |
| Cash | $2,106,684,477 | 33.8% |
| Total | $6,232,794,310 | 100.0% |